Tools that don't talk
Your CRM, MLS, phone, email, and transaction tools each hold part of the picture. Nobody sees all of it.
AI Audit
Find what to automate before you build anything.
We go into your company, map your systems and workflows, and find what can be automated. You get a prioritized roadmap. It becomes the spec for your custom build.
The audit is the first step of every custom build.
Most teams know it's slow.Few know why.
Leads sit in an inbox. Follow-up depends on who remembers. The CRM says one thing, the spreadsheet says another, and the transaction coordinator keeps the real status in their head.
You can see the symptoms. The cause is usually spread across five tools and three people. Buying software or building an agent before you find it just automates the mess.
The audit finds the cause first. Then we decide what is worth automating, what is not, and in what order.
Work that lives in people
Process that exists only as habit. When someone is out, it stops.
Automation guesses
Tools bought for a problem nobody measured. They get set up, then ignored.
Four thingswe look at.
We look at the whole operation, not one tool. Here's what that covers.
Systems
Every tool your team touches, and how they connect today.
- CRM and lead sources
- MLS and listing feeds
- Phone and texting
- Email and calendars
- Transaction and e-sign tools
- Spreadsheets and shared docs
Workflows
How work actually moves, step by step, including the parts that are not written down.
- Lead intake and routing
- Follow-up and nurture
- Showings and scheduling
- Transactions, from contract to close
- Property management operations
- Reporting
Data
What you capture, where it lives, and whether it can be trusted.
- Where records are duplicated or missing
- What an automation could safely read and write
- Who owns and can export it
Team
Who does what, where hours go, and where people already work around the system.
- Roles and handoffs
- Repeated manual tasks
- What your team will actually use
How the auditworks.
Step 1 of 5
Kickoff
We start with a conversation about how you sell, manage, and close, and what is costing you the most time. We agree on scope and who we need to talk to.
Step 2 of 5
Map your systems
We go through your tools and integrations and document how data moves between them, and where it gets stuck.
Step 3 of 5
Walk the workflows
We watch and ask how work really happens, from the first inquiry to the closed file or the resolved maintenance request. Real examples, not the process on paper.
Step 4 of 5
Find what can be automated
For each workflow we sort the work into three groups: automate it, assist it, or leave it alone. Not everything should be automated, and we say so.
Step 5 of 5
Review the roadmap
We walk you through the findings and the prioritized roadmap, answer questions, and agree on what, if anything, to build first.
What youwalk away with.
A written audit you can use whether or not you build with us.
Systems map
Every tool, connection, and data flow in one document.
Workflow findings
Where time and leads are being lost, with the evidence behind each finding.
Automation opportunities
Each opportunity labeled automate, assist, or leave alone.
Prioritized roadmap
What to build first, and why. Ordered by impact and effort.
Build blueprint
For the top priorities: what it does, what it connects to, and what it should change. This becomes the written scope for the build.
Risks and guardrails
Data, compliance, and Fair Housing considerations flagged up front, not after launch.
If you stop after the audit, you still have the map.
What a roadmaplooks like.
Here's a sample of what you get at the end of an audit. The brokerage is made up. The format is real.
Sample · fictional brokerage, for illustration
Harbor & Pine Realty (fictional) · 3 offices · 42 agents · 4 admin staff
Found: 11 workflows mapped, 7 automation opportunities, 2 things to leave alone.
Phase 1
Build first · weeks 1–4
Highest impact, lowest effort.
- Automate
Instant lead response — every portal and website lead gets a text and email within 90 seconds, then routes to the on-duty agent. Today: leads wait up to 6 hours.
- Automate
After-hours calls — an AI voice agent answers, qualifies and books showings when the office is closed. (Covered by REAG Voice — no custom build needed.)
- Assist
Listing intake — agent fills one form; the system drafts the MLS entry, flyer copy and social posts for review.
- Automate
Phase 2
Build next · weeks 5–10
Connects the tools you already pay for.
- Automate
CRM ↔ transaction sync — deal stages update in the CRM when documents are signed, so the TC stops re-typing status.
- Assist
Weekly pipeline report — pulled automatically every Monday, with stalled deals flagged for the broker.
- Automate
Past-client follow-up — home anniversaries and market updates sent on schedule from the CRM.
- Automate
Phase 3
Later · after phase 2 is live
Worth doing once the basics run.
- Assist
Agent onboarding assistant — answers new agents' process questions from the brokerage's own playbook.
- Automate
Commission statement prep — drafted from closed deals for admin to approve.
- Leave alone
Offer negotiation — stays with agents. Judgment and relationships, not a workflow.
- Leave alone
Final compliance review — stays with the broker. AI flags issues, a person signs off.
- Assist
Built for howyou actually work.
Agents and teams
Too many leads, not enough hours
We look at lead intake, follow-up, showings, and your tool stack, and find what an assistant or workflow can take off your plate.
Brokerages
Many agents, one process
We map how offices, agents, and admin staff work today and find where a shared system would remove duplicate work.
Property managers
Operations that never stop
We look at tenant inquiries, maintenance requests, owner reporting, and renewals, and find what can run without someone watching it.
From auditto build.
The blueprint from the audit becomes the written scope for your custom build: custom AI agents, workflows, or a CRM built around how your team works. The price is agreed before any build starts.
And the audit fee is credited toward the build.
Sometimes the audit shows you don't need a custom build yet. If REAG Voice or REAG CRM already covers a gap, we'll say so and point you there. Both are ready today at $49 a month each.
Audit questions,answered.
The short version: we look first, then recommend.
Still have a question?
Book an auditNo. The audit is a standalone written deliverable. If you stop here, you still have the map.